Team Budgets
What Can I Do as a Team Budget Manager?
🧭 Overview As a Team Budget Manager, you are responsible for managing all activity related to your team’s budget. This includes adding and removing members, managing spend, and ensuring that transactions follow company policies. 👤 Who can do this? ...
Add Members to a Budget
🧭 Overview Add one or more teammates to a budget so they can spend from it or be included in its controls. ⚙ Steps Go to Budgets and open the target budget. Click Add member. • You can select multiple members at once. Choose the members from the ...
🗑️ Delete a Member from a Team Budget
Overview You can remove a member from a Team Budget at any time. This helps keep access and spending permissions up to date as your team structure changes. 🧭 Steps to Delete a Member Go to Team Budgets from the navigation bar. Select the budget you ...
💰 Creating a Team Budget in SiFi
Overview Team Budgets help your company organize spending by project, department, vendor, or initiative — giving managers better visibility and control over expenses. Each Team Budget can be created as either a Virtual Budget (draws from your main ...
💼 Exporting Budget Transactions
SiFi allows you to easily export all your Budget Transactions for reporting, review, or reconciliation purposes. You can generate a CSV file directly from the platform with full transaction details — filtered exactly how you want. 📥 Steps to Export ...
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📱 Who Can Use the SiFi Mobile App?
Any SiFi user can use the SiFi mobile app on their phone perfect for managing expenses, approvals, and cards while on the go! 🚀 How to Start Using the SiFi Mobile App Download the App Download the SiFi mobile app for iOS or Android. Login ...
Add your SiFi Card to Apple Pay or Mada Pay in minutes 🚀
💳 How to Add Your SiFi Card to Apple Pay & Mada Pay Apple Pay (iOS) You have two ways to add your SiFi card: Option 1: Add directly from the SiFi app Go to the Cards section in your SiFi app. Select the card you want to add. Tap Add to Apple Wallet. ...
💳 Card Limits in SiFi
With SiFi, you can set custom spending limits for every card issued. These limits give you control over how funds are used, ensure compliance with company policies, and prevent overspending. 👉 Important: Card limits do not reduce your company ...
📱 How to Update Your Mobile Number in SiFi
Employees can update their registered mobile number directly in SiFi to ensure they continue receiving OTPs, notifications, and important account alerts. 👤 Who Can Update Mobile Numbers? Only you (the employee) can update your own mobile number. ...
How to Pay a Reimbursement
Overview Reimbursement requests submitted by employees must be reviewed, approved, and then paid manually. This guide walks you through how to process reimbursements securely from your SiFi account. Steps to Approve and Pay a Reimbursement Log in to ...